GSQTX Mutual Fund

GSQTX Mutual Fund

NAV$34.33
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Returns Overview

1 Month
-5.74%
3 Months
-8.75%
6 Months
+8.04%
YTD
+11.56%
1 Year
+15.49%
3 Years (annualized)
+15.06%
5 Years (annualized)
+7.35%
10 Years (annualized)
+8.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GSQTX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+11.56%
Peer Avg (YTD)
+10.34%
vs Peers
+1.21%

GSQTX Mutual Fund Performance

GSQTX performance across multiple time periods: 1-month -5.74%, YTD 11.56%, 1-year 15.49%, 3-year 15.06%, 5-year 7.35%, 10-year 8.45%.

GSQTX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

GSQTX vs another fund shows side-by-side returns. GSQTX alternatives are available in the Mutual Fund Screener.